Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Nvest Financial, Llc > Profile

Instuitional Investor - Nvest Financial, Llc

Fund Profile
Filing Period:
Fund Name: Nvest Financial, Llc
Portfolio Value $127,150,172
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 39,223 $11,891,280 9.35%
2.
Spdr Gold Trust
 GLD 53,573 $10,241,550 8.05%
3.
Ishares Trust
 IEF 39,893 $6,936,919 5.45%
4.
Spdr S & P 500 Etf Trust
 SPY 14,162 $6,731,242 5.29%
5.
Apple Inc.
 AAPL 33,087 $6,370,188 5%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)